MRO studju ta 'każ Workflow użu MOSS, SPD, InfoPath & servizzi tal-web.

Ħarsa ġenerali

Din l-entrata jiddeskrivi studju ta 'każ li jiddeskrivi MRO attwali (Manutenzjoni, Tiswija u Operazzjonijiet) proċess ta 'approvazzjoni workflow implimentat MOSS.

Dan mhuwiex diskussjoni overtly tekniku, iżda minflok iservi biex jipprovdi eżempju tad-dinja reali li turi kif il-pjattaforma MOSS sabiex jissodisfaw bżonnijiet tad-dinja reali.

(Din l-entrata hija taqsam stazzjonati bejn http://paulgalvin.spaces.live.com u http://blogs.conchango.com)

Sfond

Proċess MRO tal-klijent kien ikkaratterizzat minn dan li ġej

  • Proċess ta 'approvazzjoni manwali.
  • Xi appoġġ tuża teċċellax spreadsheets.
  • Proċess ta 'approvazzjoni irregolari. L-istess proċess ta 'approvazzjoni xiri MRO ivarja jum għal jum, persuna minn persuna.
  • Lottijiet ta 'karta u l-firem miktubin bl-idejn — xiri requisitions meħtieġa sa 3 firem miktuba qabel l-approvazzjoni finali.

L-għanijiet ta 'dan il-proġett inkluda:

  • Bis-sħiħ awtomat-proċess.
  • Jinfurzaw l-istandards impriżi għall-approvazzjoni.
  • Ipprovdi ħarsa ġenerali konsolidata tas MRO xiri għal amministraturi diversi.
  • Rekord ta 'verifika dettaljata.

Bħala effett sekondarju tas-soluzzjoni, firem bil-miktub ġew m'għadhiex meħtieġa.

Proċess approvazzjoni

Il-proċess ta 'approvazzjoni jikkonsisti f'erba' "jgħum korsiji": Oriġinatur, Manager Direct, Manager funzjonali u maniġer diviżjoni.

Oriġinatur:

Jara l-ħtieġa għax-xiri u jibda l-proċess. Innota li l-oriġinatur jistgħu jew ma jistgħux attwalment jidħlu fil-rekwiżizzjoni xiri, iżda minflok dirett membru tal-persunal oħra tagħmel dan. Some times, l-oriġinatur ma jkollux il-kompetenza teknika biex jimla l-rekwiżizzjoni PO. Per eżempju, utent tista 'tixtieq li rekwiżizzjoni' kompjuter laptop ġdid, iżda ma tkunx taf l-bejjiegħ aħjar, IT standards, eċċ. F'dan il-każ, min joriġina jaħdem ma 'l-IT u l-IT fil-fatt jimla l rekwisizzjoni.

Manager Direct:

Dan huwa l-maniġer dirett ta 'l-oriġinatur (li tista 'tkun differenti mill-persuna li attwalment daħlu fil-rekwiżizzjoni PO fis MOSS). Managers diretti għandhom japprovaw l-rekwiżizzjoni PO quddiem is-sistema ifittex approvazzjoni aktar 'l isfel il-linja.

Funzjonali Manager:

Il-maniġer funzjonali hija l-individwu responsabbli għall-iżgurar li x-xiri propost jikkonforma mal-istandards intrapriża fl-ambitu ta 'funzjoni korporattiva partikolari. Per eżempju, Xiri IT huma approvati minn maniġer funzjonali IT.

Diviżjoni Manager:

Maniġers diviżjoni japprova xiri requisitions strettament b'ammont dollaru. Maniġer diviżjoni japprova requisitions xiri f'eċċess ta 'ammont ta' dollari configurable.

Il-Soluzzjoni

Aħna użati l-għodod u l-komponenti li ġejjin biex jimplimenta s-soluzzjoni:

MOSS: Sservi bħala l-pjattaforma off li kull ħaġa oħra "prekarja". MOSS tipprovdi servizzi sodda tal-blat għas-sigurtà, data kaptan, sekwenzi ta 'verifika u fatturi oħra.

InfoPath jifforma servizzi: A komponent MOSS, dan jippermetti lill-utenti biex jimla xiri requisitions permezz ta 'web browser.

SharePoint Designer (SPD): Aħna użati SPD biex jimplimentaw il-proċess workflow awtomatizzati.

Web Service: A servizz c # web ttejjeb l-esperjenza utent billi tippermetti cascading listi selezzjonijiet fil-forma InfoPath u jipprovdi rendiment aħjar fir-rigward tad-data filtrazzjoni. Ara hawn għal adsa fond tekniku dwar dan is-suġġett u r-raġunijiet tagħna għall-użu tiegħu.

Listi Custom: Profili utent MOSS sakemm manager dirett utent partikolari s, iżda ma pprovdiex ħafna mill-informazzjoni li ikkontrollati deċiżjonijiet fluss tax-xogħol (e.g. jekk il-maniġer diviżjonali huwa meħtieġ li tapprova l-PO rekwiżizzjoni). Aħna użati listi dwana fi "Intrapriża Data" sit li jżommu d-data bħal "Ammont Dollar Diviżjonali Manager Approvazzjoni", "Funzjonali Manager Żona" u oħrajn. Listi integrati ħafna nicely mal InfoPath u wkoll jipprovdu joħolqu / aġġornament / iħassru (Crud) funzjonalità mal-verifika u l-sigurtà tal-kaxxa.

Użu Kawża

Dan il-każ l-użu turi kif is-soluzzjoni toqgħod flimkien:

  1. Paul trid laptop ġdid. Huwa jiddeskrivi l-bżonnijiet tiegħu biex Vivek, persuna IT familjari ma 'standards korporattivi laptop, Preferred Bejjiegħa, eċċ.
  2. Vivek zkuk fis MOSS, aċċessi l-forma PO Requisition u jidħol fil-rekwiżizzjoni f'isem Paul. Il-forma iqajjem Vivek għal kategorija xiri li mbagħad juża s-servizzi tal-web biex timla lista drop-down ta 'bejjiegħa approvati għat-kumpannija. Vivek jispeċifika wkoll il-qasam funzjonali korporattiva ta 'dan ix-xiri (e.g. "IT" jew "finanzjament").
  3. SPD workflow bbażati jibda, manager u rotot l-rekwiżizzjoni li maniġer tiegħu diretta jiddetermina Pawl, Stacy.
  4. Stacy japprova l-rekwiżizzjoni xiri.
  5. Workflow SPD jispezzjona l rekwiżizzjoni u jiddetermina huwa ta 'xiri IT. Hija rotot l workflow għall-maniġer funzjonali IT, Wonson.
  6. Wonson japprova l-rekwiżizzjoni.
  7. SPD workflow darb'oħra jispezzjona l-rekwiżizzjoni u jiddetermina li l-ammont tax-xiri jaqbeż xi ammont dollaru maxium u rotot lill-maniġer diviżjoni għall-approvazzjoni.
  8. Il-maniġer diviżjoni japprova l-rekwiżizzjoni xiri.

Noti

  • Il-każ użu turi "nodfa" mmexxija bl-ebda rifjuti jew jumps.
  • Kull approver għandu l-abbiltà li japprova jew jirrifjuta l-rekwiżizzjoni kif ukoll jipprovdi kummenti bil-miktub. Dawn huma illoggjat fil-audit trail.
  • Jekk maniġer responsabbli tiċħad l-rekwiżizzjoni xiri fi kwalunkwe punt, l rekwiżizzjoni PO huwa "mejjet" u l-proċess għandu jinbeda mill-bidu.
  • Workflow tinnotifika lill-oriġinatur f'kull pass tal-proċess.
  • Ebda firem miktuba — il-klijent determinat (wara xi rakkomandazzjonijiet qawwija) li l-audit trail kif ipprovdut permezz istorja workflow, serva verifika tagħhom jeħtieġ.
  • Isforz — hija ħadet madwar tliet ġimgħat bniedem biex jimplimentaw din is-soluzzjoni.

Konklużjoni

Din is-soluzzjoni tiggwida MOSS bħala żvilupp u run-time pjattaforma. Il-klijent kien kapaċi li jwieżen karatteristiċi ewlenin Moss awtomat proċess tan-negozju rutina dik affettwata kważi kull impjegat fil-kumpanija. Bl-eċċezzjoni ta 'servizz web sempliċi (li fih innifsu tiggwida MOSS), kważi l-ebda attwali "ipprogrammar" kien meħtieġ.

Is-soluzzjoni sservi wkoll bħala "vetrina" għall-klijent, turi karatteristiċi kif differenti ħażiż jistgħu jiġu kkombinati biex tinħoloq applikazzjoni ta 'negozju kompletament dehru u jiġġeneraw opportunitajiet ġodda ta' konsulenza fil-futur.

Glossarju

MRO: Manutenzjoni, tiswija u l-operazzjonijiet. Dan ix-xiri tipikament jinkludu oġġetti bħal notepads, siġġijiet, kompjuters personali, printers, mowbajls u simili.

Exam 70-542: Studju rakkomandazzjonijiet (Microsoft Office SharePoint Server 2007 – Applikazzjoni għall-Iżvilupp)

UPDATE: Fil-kummenti, xi ħadd stazzjonati din ir-rabta: http://www.midnightmonkey.co.uk/blog/blogging/?page_id=5. It looks good to me too.

I għaddew mill-eżami tekniku MOSS llum, entitled "Microsoft Office SharePoint Server 2007 – Application Development". I found the exam to be pretty rigorous and that it matched up quite well with Microsoft’s gwida preparazzjoni.

Stajt ilhom jaħdmu ma MOSS fuq bażi ta 'kuljum u xejn taħbita attwali esperjenza prattika għal kulħadd ta' dawn l-eżamijiet.

Li qal, I took note of what I was studying as I studied. I believe that all of these resources are helpful, partikolarment bħala mezz ta 'tisħiħ li l-idejn fuq l-esperjenza.

Suġġett Link
Servizzi Excel http://msdn2.microsoft.com/en-us/library/ms519581.aspx
Fittex No special recommendation. I had taken a class on search earlier this year and real-world experience carried me through. Work with the "search center" komponent ta 'MOSS.
BDC http://msdn2.microsoft.com/en-us/library/ms563661.aspx
Udjenzi http://msdn2.microsoft.com/en-us/library/ms496822.aspx
Profili http://msdn2.microsoft.com/en-us/library/ms496822.aspx
Mgmt kontenut http://www.sharepointblogs.com/tonstegeman/archive/2007/02/01/moss-custom-policies-part-1-creating-a-custom-information-management-policy.aspx

http://blogs.msdn.com/ecm/archive/2007/03/04/customize-the-page-editing-toolbar-in-moss-2007.aspx

http://msdn2.microsoft.com/en-us/library/aa674506.aspx

BI Hands-on-ħidma ma 'l KPI fil MOSS.
Workflow http://msdn2.microsoft.com/en-us/library/aa830816.aspx
Info Mgmt http://msdn2.microsoft.com/en-us/library/bb397403.aspx
Varjazzjonijiet http://aspnetcoe.wordpress.com/2007/02/09/customize-variation-root-landing-logic/
Rekords Mgmt http://blogs.msdn.com/recman/archive/2006/06/16/633393.aspx
InfoPath http://msdn.microsoft.com/msdnmag/issues/06/08/infopath2007/default.aspx

Ħafna minn dawn ir-rabtiet wasslu għal rabtiet aktar u I-tendenza li jsegwu minnhom sa madwar 3 livelli fil-fond.

I ma ngħid li kollox Naqra applikat direttament għall-eżami, imma jien ma jiddispjaċina qari xi ħaġa u anki jekk xi bits kinux direttament rilevanti. Dan kollu Jittieħed tajba li tkun taf u I jirrakkomanda bil-qawwa l-materjal għall-iżviluppaturi jaspiraw MOSS ukoll l-eqreb.

MOSS / WSS Riżultati tat-tfittxija (u dataviews): tara l-informazzjoni XML prima

This may be obvious to many, but while studying for my MOSS programming exam, I learned that it’s pretty easy to get the actual XML from a search query via the user interface.

One quick method is as follows:

  • Access advanced search.
  • Perform a search that returns some data.
  • Edit the page (via site settings).
  • Change the XSL to the following:

<?xml Verżjoni="1.0" encoding="UTF-8"?>
<
XSL:stylesheet Verżjoni="1.0" xmlns:XSL="http://www.w3.org/1999/XSL/Transform">
<
XSL:output metodu="xml" Verżjoni="1.0" encoding="UTF-8" inċiż="iva"/>
<
XSL:template jaqblu="/">
<
pre>
<
XSL:copy-of tagħżel="*"/>
</
pre>
</
XSL:template>
</
XSL:stylesheet>

  • Hit apply.
  • View Source in the browser.

Note that the <pre> tag doesn’t do much except serve as a convenient marker when you view the results.

This trick can be very helpful when working with managed properties and customizing search. It will provide a definitive list of the XML available for you to use in your xslt which would have been very helpful the last 25 times I created some customized search results.

This ought to work for dataviews as well, though I have not tested that out as yet.

No CQWP for WSS? Try this…

I see that Eric Kraus was faced with a requirement normally met with a content query web part. Il-problema? He was in a pure WSS environment with no access to the CQWP. Rather than curling up in the fetal position (an urge I have to fight every day, it seems), he came up with solution that at least gives WSS shops a fighting chance to succeed. It’s described hawn.

Ħsieb brillanti u dettaljata tal-kontenut ġestjoni API

Stefan Goßner has put together a terrific 4-part series on the SharePoint Content and Deployment API hawn. It offers a great overview and very good examples in code (C #).

I first picked up this link from joris poelmans blog at http://jopx.blogspot.com/.

Even if you’re like me, in that you have not had to do much hands-on work for content management, this is well worth 20 minutes of your time to read.

Using the API, one can:

  • Export and import content very easily.
  • Re-parent content. If you want to export some content from a site "A" and send it to site "B" but in a totally new place in the hierarchy, this is possible.
  • Export content from a site A and import selected bits into site A.
  • Re-link content (jiġifieri jittrattaw ma 'l-hyperlinks).

WSS, doc libs & listi, Kolonni kkalkulati jinvolvu [Me]

Someone on the Internets was asking about how to create a calculated column on a list that would show a value formatted as "[User] – [Status] – [Post]" as in "Paul Galvin – Xorb [ħielsa] Beer – The Beach".

Paul would go in and update his entry in the list and the calculated column would update appropriately. The [User] għandu default għall-utent jidħol / taġġorna l-lista tal-.

A calculated column cannot use "volatile" funzjonijiet bħall- [Me] jew [Illum]. I solved it in a test environment with these steps:

  1. Create a text column named "Current User".
  2. Issettja valur default tagħha li [Me]
  3. Create a calculated column called "Calc Test".
  4. Issettja l-valur tagħha = [User attwali]

I marru fil-, Żied punt mal-lista u maħduma.

Għadda tiegħi 70-315 eżami llum!

I passed the "Developing and Implementing Web Applications with Microsoft Visual C# .NET and Microsoft Visual Studio .NET" eżami llum fl-istat kbira ta 'NJ fl-uffiċċji venerabbli ta Solartech fil HASBROUCK Heights.

I put this exam up there with BizTalk in terms of difficulty. You can’t fake your way through it.

Għall-istudju, I użat il-Self paced ktieb kit Taħriġ l-MCAD / MCSD intitolat L-iżvilupp Applikazzjonijiet Web ma Microsoft Visual Basic. NET u Visual C #. NET.

Linji gwida Microsoft (hawn) are exactly correct IMO. The book addresses everything and if you have a modicum or real-world experience, it should be a straight-forward exam. If not, take the time get some real world experience or at least execute the labs in the book. That will probably give you what you need.

I anki jmorru safejn li tirrakkomanda l-ktieb li l-pro, especially self-taught people like myself. It covers some basic stuff which I just never had a reason to stumble upon in my travels and I’m kicking myself a little bit for never having taken the time to learn them.

SharePoint Designer, “Iġbor Data minn Utent” u l-użu dawk ir-riżultati.

Use the "Collect Data from User" action to create and assign a task to a user that prompts them for data. Among other things, Stajt użati biex fil-pront lill-utent biex japprovaw jew jiċħdu talba u jidħol xi kummenti.

Din l-azzjoni tieħu l-forma ta ':

Iġbor data minn dan l-utent (Output biex Varjabbli: collect1)

Tikklikkjaw fuq data jiġbed up serje ta 'kaxxi dialog fejn inti tispeċifika liema data l-utent għandhom jipprovdu meta titlesta l-kompitu u dan l-utent huwa ovvju.

Il-parti output (Varjabbli: collect1) saves the ID of the task. You use this in your workflow to extract the user’s actual response via the "Compare any data source" condition.

Din il-kundizzjoni turi kif

Jekk qasam ugwali valur

Ikklikkja fuq qasam u allura l-f(x) icon and it pulls up another dialog box. Use this generalized dialog box to to tell SPD two things;

1. What is the list and column whose value you want to compare.

2. Kif għandha l-magna workflow jillokalizza l-ringiela speċifiku f'dik il-lista?

Biex tagħmel dan:

  1. Change the "Source" dropdown to point at the correct task list. Note that the dialog box expands to show a "Find the List Item" taqsima.
  2. Fil-qasam Dettalji Lookup dropdown, tagħżel l-isem tal-qasam li l-valur trid (dan mapep għal dak li jissejjaħ fil-Iġbor dialog box data minn fuq).
  3. In the "Find the List Item" taqsima, select "Tasks:ID" fil-Qasam dropdown.
  4. Fil-qasam tal-valur, ikklikkja fuq il-f(x). This opens yet another dialog box.
  5. Change the source "Workflow Data"
  6. Select the workflow variable that matches to the "Output to Variable" mill-azzjoni data Iġbor.
  7. Ikklikkja OK / OK u qed isir.

Jidher qisu dan għalija:

immaġni

F'dan il-punt, inti issa tista 'tuża dak il-valur fil-fluss tax-xogħol tiegħek kif meħtieġ.

Noti Addizzjonali:

Bħala qasira aside, I always create an appropriately named workflow variable of type "List Item ID" and use that instead of the auto-generated "collect1".

This "compare any data source" dialog sett huwa użat f'diversi postijiet differenti fil SPD u huwa ukoll jiswa nikkontrollaw.

== Aħħar

Crashes IE intermittenti meta aċċess għad-dokumenti fil-WSS / MOSS librerija dokument

Stajt ġiet effettwati minn dan għal 9 xhur u nara li n-nies fuq il-MSDN u forums Usenet għandhom dan too.l

Kultant, meta tagħmel aċċess għad-dokument kelma (jew tipi oħra doc) minn librerija dokument tikkawża Internet Explorer li sempliċiment tiġrifa u jmorru lil hinn (tieħu l-tabs magħha jekk xi huma miftuħa).

Dan MS hotfix tista issolviha: http://support.microsoft.com/kb/938888

Wkoll, hemm xi deskrizzjoni dwar il-problema hawn:

http://jopx.blogspot.com/2007/07/solving-internet-explorer-crash-when.html

Se il-pass reali 'l quddiem XPath?

Ħarsa ġenerali:

Maħluq lista drawwa li tamministra tip kontenut ma 'xi kolonni tużżana.

Miżjud hija għal paġna u mbagħad permezz SPD, konvertita ħsieb data.

Problema:

My Xpath expression was returning blank for a column named "Current Position". I referenced it thusly:

    <table border="1">
      <XSL:for-each select="/dsQueryResponse/Rows/Row" >
        <tr>
          <td>
            Current Status:
            <XSL:value-of select="@Current_x0020_Status"></XSL:il-valur tal->
          </td>
        </tr>
      </XSL>
    </tabella>

The column in the CT is named "Current Status". It shows up in the lookup as "Current Status". Everywhere you look, you see "Current Status".

While thrashing madly about, looking for a solution, I instead referred to "@Recruiter" and behold! — that actually returned back the current status. I expected it to return back the recruiter when I did that.

Soluzzjoni:

I poked about in SPD. Go to that page in SPD and it shows the data view. You can inspect the actual data provided to the view and associated Xpath. Here I found out that indeed, the Xpath pointed at "Recruiter". Strangely enough, the "actual" recruiter field pointed from "Recruiter1".

Take Away:

SPD provides authoritative Xpath expressions for rows & columns in a data view.

Tieni, it shows the actual data. So for example, a column of type shows this:

<nobr><medda><A HREF="/sites/Corporate/HumanResources/TalentAcquisition/_layouts/userdisp.aspx?ID=17">Galvin, Paul</A><img border="0" height="1" width="3" src="/_layouts/images/blank.gif"/><a href=’javascript:’ onclick=’IMNImageOnClick();return false;’ class=’ms-imnlink’><img name=’imnmark’ title=” transkonfinali =’0′ height=’12’ width=’12’ src=’/_layouts/images/blank.gif’ alt=’No presence information’ sip=’PGalvin@xxx.com’ id=’imn_77,type=smtp’/></a></medda></nobr>